NoteSync
NoteSync — turn meeting notes into WordPress work tickets with AI
by Liam Culver · github.com/lculver87/notesync-ai-notes-to-tasks · website
Install
No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:
wp plugin install https://github.com/lculver87/notesync-ai-notes-to-tasks/archive/refs/heads/main.zipReadme
NoteSync
Turn meeting notes into WordPress work tickets. Track them on a kanban board and work through tasks in the editor HUD.
Features
- Kanban board with drag-and-drop columns, ticket cards, and an archive
- Default columns on first install: Backlog, In Progress, Review, and Done (rename, add, or remove anytime)
- Generate tickets from notes — AI suggests titles, tasks, and page assignments for review before adding to the board
- Manual tickets — title, optional page assignment, and a task checklist
- Editor HUD — floating checklist in the block editor, Elementor, and WooCommerce product screens
- Save and next — cycle through assigned tickets in a column without returning to the board
- WooCommerce support — optional product field targeting (price, description, stock, and more)
How it works
- Connect an AI provider under Settings → Connectors (OpenAI, Anthropic, or Google Gemini).
- Open NoteSync in the WordPress admin.
- Use Generate tickets to paste meeting notes, or Add ticket to create work manually.
- Assign each ticket to a page, post, or product, then open it from the board to work through tasks.
NoteSync does not change your site automatically. Editors review every task and apply changes themselves.
Requirements
- WordPress 7.0 or later with the WordPress AI client
- PHP 8.1 or later
- At least one AI provider connector plugin with a valid API key (required for AI features only)
Installation
- Upload the
notesync-ai-notes-to-tasksfolder to/wp-content/plugins/, or install from a zip via the WordPress Plugins screen. - Activate NoteSync.
- Open NoteSync in the admin menu — the board starts with Backlog, In Progress, Review, and Done.
- Go to NoteSync → Settings and connect an AI provider under Settings → Connectors to enable AI features.
Frequently asked questions
Which AI providers are supported?
OpenAI, Anthropic, and Google Gemini through the official WordPress AI connector plugins. Install one connector, add your API key under Settings → Connectors, and NoteSync will use it automatically.
Can I change the board columns?
Yes. Rename, reorder, add, or delete columns from the board. New installs include Backlog, In Progress, Review, and Done. The board must keep at least one column.
Does NoteSync modify my site automatically?
No. NoteSync creates tasks and guides editors through changes in the WordPress admin. Editors review and apply each task manually.
Is WooCommerce required?
No. WooCommerce integration is optional and only activates when WooCommerce is installed.
Can I use NoteSync without AI?
Yes. You can add tickets manually, manage the board, assign pages, and use the editor HUD without connecting an AI provider. AI features such as Generate tickets require a connected provider.
What data is removed when I uninstall the plugin?
When you delete the plugin (not just deactivate), NoteSync removes its settings options and all notesync_ticket posts created by the plugin.
External services
This plugin sends data to external services only when you configure them:
WordPress AI providers (OpenAI, Anthropic, or Google Gemini)
| What | Note text is sent to your chosen AI provider to extract website change tasks |
| When | When you generate tickets from notes, extract tasks with AI, or retry AI processing |
| Why | To parse unstructured meeting notes into structured tasks |
| Data | Note title and body text |
| Terms | OpenAI, Anthropic, Google |
No data is sent to the plugin author or any vendor-operated NoteSync server. All processing runs on your WordPress site.
License
GPL-2.0-or-later